Tyro Capital Management LLC holds a focused book of 15 stocks worth $445.7M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Suncrete Inc-A and trimmed Establishment Labs Holdings. Their largest long position is Establishment Labs Holdings at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tyro Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Findell Capital Management LLC | 2 / 15 | $116.0M |
| Blue Grotto Capital, LLC | 2 / 15 | $144.6M |
| Engle Capital Management, L.P. | 2 / 15 | $41.9M |
| Orbimed Advisors LLC | 2 / 15 | $555.4M |
| Buckley Capital Advisors, LLC | 2 / 15 | $16.9M |
| Catawba River Capital | 2 / 15 | $21.4M |
| Divisadero Street Capital Management, LP | 3 / 15 | $193.4M |
| Daniel Loeb | 3 / 15 | $375.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Tyro Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Establishment Labs Hldgs Inc COM | $52.0M | 605.6K | 11.7% | ▼−47% Reduced · −546K sh | |
| 2 | Celsius Hldgs Inc COM NEW | $43.8M | 1.49M | 9.8% | ▲+372% Added · +1.2M sh | |
| 3 | Carpenter Technology Corp COM | $40.2M | 65.2K | 9.0% | ▼−52% Reduced · −70K sh | |
| 4 | Sharkninja Inc COM SHS | $36.9M | 242.4K | 8.3% | ▼−37% Reduced · −140K sh | |
| 5 | Ars Pharmaceuticals Inc COM | $35.7M | 4.46M | 8.0% | ▲+50% Added · +1.5M sh | |
| 6 | Suncrete Inc COM SHS CL A | $34.7M | 1.54M | 7.8% | ▲New New position | |
| 7 | Crocs Inc COM | $34.1M | 283.0K | 7.7% | ▼−27% Reduced · −105K sh | |
| 8 | Hinge Health Inc CL A | $33.5M | 403.5K | 7.5% | ▲+714% Added · +354K sh | |
| 9 | CRH PLC ORD | $32.5M | 304.0K | 7.3% | ▼−21% Reduced · −81K sh | |
| 10 | Sonida Senior Living Inc COM | $25.6M | 628.2K | 5.8% | ▲17× Added · +592K sh | |
| 11 | Edgewise Therapeutics Inc COM | $24.9M | 613.0K | 5.6% | ▲New New position | |
| 12 | Construction Partners Inc COM CL A | $22.0M | 184.9K | 4.9% | ▲+5.1% Added · +9K sh | |
| 13 | Hallador Energy Company COM | $12.8M | 735.5K | 2.9% | ▲New New position | |
| 14 | New Era Energy & Digital Inc COM | $12.3M | 1.92M | 2.8% | ▲New New position | |
| 15 | Rivian Automotive Inc COM CL A | $4.7M | 270.5K | 1.1% | ▲+5.1% Added · +13K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1915395/holdings"
Use Arkolith to show Tyro Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 15 | $445.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Jul 6, 2026 | 26 | $920.6M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 14 | $540.6M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 10 | $269.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 10 | $254.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 14 | $268.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 13 | $305.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.